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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,708 | $181,062-93.0% | $158,223-92.0% | $155,188-91.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 0.96% | 57.39%-56.4pp | 52.09%-51.1pp | 148.84%-147.9pp |
| Employer contribution / active EE | $63 | $4,565-98.6% | $4,109-98.5% | $4,248-98.5% |
| Participant deferral / active EE | $9,611 | $6,134+56.7% | $5,467+75.8% | $6,531+47.2% |
| Admin fee / account holder | $1,731 | $18,825-90.8% | $16,047-89.2% | $14,480-88.0% |